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Welcome to the Community, @laassociates.
You can consider exporting all of your data in QuickBooks to MS Excel and save it somewhere on your computer or to your flash drive. This way, you'll have a copy of your files. Let me guide you through the steps.
Once done, you can save the file on your computer or a flash drive.
Here's an article you can read for more details: Export Data out of QuickBooks Online.
As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.
Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. Have a great day and be safe.
When I export all data, does it include;
Thanks!
You have to download all attachment data manually. If you need migrating data to another system, consider purchasing a 3rd party conversion service to include migrating certain data types (e.g attachments, purchase orders, multi currency).
Hello @kayudesignco. Thank you for joining the thread.
I agree with Fiat Lux - ASIA's suggestion of downloading the data manually or using third-party applications to export them. I know how much you want to export invoices and expenses and their details from QuickBooks Online. For now, we're unable to move all your invoices and expenses with the saved receipt/invoice attached to an expense entry.
Here's how you can search and get supported applications from the Apps menu:
In addition, you can consider exporting a list of employees, customers, vendors, and some reports. You'll want to check this article to export non-posting transactions and attachments: Export reports, lists, and other data from QuickBooks Online.
Do you need to customize your sales forms? We made an article that outlines the steps: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Keep on posting here if you have other concerns in handling your data. I'm always here to assist. Stay safe and have a good one.
This was explained REALLY clearly and helped so much so I could save files for a company that is closing their business. THANK YOU!!!
You're welcome, Barb.
We're glad that the information shared above helped you save the files. If you have more concerns related to QuickBooks Online, you can always get back to this forum. We'd be glad to provide further help.
Another option, you can convert data to QB Desktop and use the trial version to access your historical data for good.
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